3. Run your first inspection loop
Run your first inspection loop
Prove one realistic path — checklist to inspection to follow-up — before you ask the wider team to switch.
Last updated: October 2026
Before you start
| Who can do this | Administrators, or anyone who can create templates and assets |
|---|---|
| Time | About 1 to 2 hours |
| You need | Stage 2 complete — at least one site and one user |
| Where | Templates, Assets, and Inspections in the sidebar |
Keep the first loop small: one template, one asset type, and one team. Each card below opens the guide that owns the steps.
1. Publish a checklist
Turn one paper checklist into a published template before anyone tries to use it in the field.
2. Register what you inspect
Create the asset type and asset for your pilot — or a site for an audit — and place a QR label if people will scan to start.
3. Run one inspection
Start from Inspections or a QR label, answer the questions, and submit. Review the record and PDF when you are online.
4. Act and close
Failed asset checks can raise work; audits can raise flags. Assign the work, complete it, and record closure details.
5. Review the trends
Use Home for a live summary, then Analytics when you need charts across inspections, work, and incidents.
